ISRG vs V: Which Is the Better Buy?
Side-by-side comparison of Intuitive Surgical, Inc. and Visa Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-22.
Intuitive Surgical, Inc. · Healthcare
$451.29
+130.4% upside to fair value
Grade B
High Quality
VS
Visa Inc. · Financial Services
$304.36
+37.7% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
ISRG has more upside to fair value
(+130.4%).
V trades at a lower forward P/E
(23.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ISRG |
V |
| Current Price |
$451.29 |
$304.36 |
| Fair Value Estimate |
$1,039.74 |
$419.00 |
| Upside to Fair Value |
+130.4%
|
+37.7%
|
| Market Cap |
$160.3B |
$586.8B |
| Forward P/E |
53.8x
|
23.7x
|
| EV / EBITDA |
40.5x
|
22.3x
|
| Price / Sales |
15.2x
|
14.2x
|
| Price / FCF |
64.3x
|
25.6x
|
| Revenue Growth YoY |
+23.0%
|
+11.3%
|
| Gross Margin |
66.3%
|
81.08%
|
| Operating Margin |
30.5%
|
59.18%
|
| Return on Equity |
17.0%
|
54.22%
|
| Dividend Yield |
0% |
0.83% |
| FCF Yield |
1.55%
|
3.91%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Intuitive Surgical, Inc. is a leading healthcare company specializing in robotic-assisted surgery through its flagship da Vinci system, which has established a durable competitive moat with approximately 10,000 systems installed globally and nearly 17 million procedures performed by the end of 2024. The company benefits from a high-quality business model characterized by 85% recurring revenue, st…
Visa is the world's dominant payment network with $40B in net revenue (FY2025), 50%+ net margins, and a capital-light toll-booth model processing $14.2T in annual payment volume across 257.5B transactions. The business compounds at 10-12% revenue CAGR with operating leverage pushing EPS growth to 12-15% over a cycle, funded by $21.6B in annual free cash flow against only $1.5B in capex. At 28.0x …
Accumulation Zones
| Metric |
ISRG |
V |
| Zone Low |
$779.81 |
$265.00 |
| Zone High |
$883.78 |
$300.00 |
| In Buy Zone? |
Yes
|
No
|